+262.5%
ECHO vs GEN
+32.5%
+230.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.6% | +7.9% | +5.9% |
| 7D | -2.4% | +2.3% | -4.7% | -3.0% |
| 30D | -3.1% | +33.1% | -36.2% | -10.6% |
| 3M | +8.7% | +6.5% | +2.2% | +5.9% |
| 6M | -24.8% | +53.8% | -78.5% | -35.0% |
| YTD | -13.0% | +11.2% | -24.2% | -16.9% |
| 1Y | +33.9% | +19.4% | +14.5% | +24.8% |
| 3Y | +791.8% | +81.0% | +710.8% | +622.1% |
| All | +262.5% | +32.5% | +230.0% | +212.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling